Price (90d)
$277.68Signal Score (90d)
47Quote
Valuation & Ratios
Returns & Efficiency
Revenue & Net Income (Annual)
| Fiscal Year | Revenue | Net Income | EPS |
|---|---|---|---|
| 2025 | $529.80M | $101.70M | $0.11 |
| 2024 | $117.50M | $-641.40M | $-2.28 |
| 2023 | $20.90M | $241.30M | $0.65 |
| 2022 | $13.50M | $745.60M | $2.03 |
| 2021 | $4.76B | $-196.01M | $-0.54 |
Social Signal Score
Earnings
Tue, Nov 10(in 3 months)
Consensus estimate $-0.79 per share
Typical surprise +24.0% (median, so one quarter with a near-zero estimate can't distort it)
- Wed, Aug 12$-0.12 vs $-0.72beat
- Wed, May 13$-0.23 vs $-0.77beat
- Thu, Feb 12$-0.99 vs $-0.58miss
- Tue, Nov 11$-0.39 vs $-0.56beat
- Thu, Aug 7$-0.38 vs $-0.50beat
- Tue, May 20$-0.43 vs $-0.45beat
Estimates and results for NBIS via Financial Modeling Prep. Beating consensus says the company cleared the bar analysts set, not that the business grew.
52-week range
- Last close
- $277.68
- Off 52w high
- -3.1%
- 200-day average
- $146.46
- vs 200-day
- +89.6%
Valuation
Project earnings forward and see what return today's price implies.
EPS was negative in at least one boundary year, so a compound growth rate can't be computed from it. Set your own assumption.
- EPS in 5 years
- $0.59
- Implied price
- $10.63
- Return from $277.68
- -47.9% a year
To earn 15.0% a year on these assumptions you'd need to buy at $5.28 — -98.1% below today's price.
How sensitive is that answer?
Annual return across nearby assumptions. If the result is only attractive in one corner, that is the finding.
| growth \ P/E | 12 | 15 | 18 | 21 | 24 |
|---|---|---|---|---|---|
| -2.0% | -56.4% | -54.4% | -52.8% | -51.3% | -50.0% |
| 3.0% | -54.2% | -52.1% | -50.3% | -48.8% | -47.4% |
| 8.0% | -52.0% | -49.8% | -47.9% | -46.3% | -44.8% |
| 13.0% | -49.8% | -47.5% | -45.5% | -43.8% | -42.3% |
| 18.0% | -47.5% | -45.1% | -43.1% | -41.3% | -39.7% |
This is arithmetic on assumptions you chose, not a forecast or a recommendation. It ignores dividends, buybacks, share issuance and debt, and it assumes a company still earning money in 5 years. Change any input and the answer changes a lot — that sensitivity is the honest result, not a flaw in the model.
Mentions (38)
- Newsseekingalpha.com·4h ago·Neutral
Nebius: Strong Momentum And Short Covering At Work Nebius Group N.V. has delivered >400% YoY sales growth, reaching a $3B run rate and fueling a tenfold share price increase in under two years. Nebius demonstrates strong EBITDA margins (40%) and conservative balance sheet management, with limited operating leases and net debt around $500M. Valuation is demanding at 28–33x sales, but Nebius boasts a $40B backlog, high-value contracts ($20–40M/MW), and aggressive capacity expansion.
View source ↗ - Newsseekingalpha.com·18h ago·Positive
Nebius: The AI Infrastructure Bottleneck Is Becoming A Profit Engine Nebius Group N.V. earns a Buy rating, driven by explosive AI cloud growth, robust demand, and a unique customer-funded expansion model. Q2 revenue surged 454% YOY to $582.3M, with AI cloud contributing $575M and adjusted EBITDA margin reaching 50%. NBIS secures long-term contracts with substantial upfront payments, accelerating capital recovery and enabling rapid infrastructure scaling.
View source ↗ - Newsseekingalpha.com·23h ago·Negative
The Neoclouds Are A Trade, Not An Investment Nebius Group and CoreWeave reported explosive Q2 growth, but I avoid long-term ownership due to capital structure fragility. NBIS's revenue soared 454% YoY, with a sharp pivot to profitability, yet heavy debt and asset depreciation create long-term risk.
View source ↗ - Newsseekingalpha.com·1d ago·Negative
Nebius: A Strong Quarter But Still Overvalued Nebius remains rated "Sell" due to its extreme valuation, despite recent operational and pricing strength. Q2 revenue surged 454% Y/Y to $582.3 million, with AI cloud driving 98% of sales and ARR reaching $3 billion. Customer prepayments now cover 50%-60% of contract costs, mitigating near-term funding risks and boosting operating cash flow to $2.3 billion.
View source ↗ - Newszacks.com·1d ago·Negative
Can South Wales Deployment Help Nebius Expand Its AI Cloud Footprint? NBIS expands its U.K. AI footprint with NVIDIA-powered infrastructure at Vantage's Newport campus, supporting diverse AI workloads.
View source ↗ - Newsseekingalpha.com·1d ago·Neutral
Nebius Has More Power, More Contracts, And More Upside Potential I'm reiterating Nebius Group as a Strong Buy with a raised price target from $342 to $454. NBIS delivered 454% y/y revenue growth to $582.3M and a 50% adjusted EBITDA margin in its AI cloud segment, exceeding prior margin assumptions. Customer prepayments now finance 50–60% of required capex, materially reducing execution and funding risks for NBIS's AI infrastructure buildout.
View source ↗ - Newsinvezz.com·1d ago·Neutral
Michael Burry shorts Nebius stock as a risky doji emerges after strong earnings Nebius stock bounced back this week, reaching its highest level since June 30 this year, up by 90% from its lowest point in July. It is slowly nearing its all-time high, helped by the ongoing demand for its products.
View source ↗ - Newsseekingalpha.com·1d ago·Positive
Nebius: The Q3 Auction Broke Its Own Price Ceiling (Rating Upgrade) Nebius ran its first capacity auction this quarter. It cleared 15% above the highest price the company has ever charged and 20% above its own quotes for Blackwell chips. Revenue grew 454% YoY and ARR 598%, but the full-year guidance didn't move a dollar. Customer prepayments Nebius hasn't delivered against yet have jumped $4.4 billion in six months. I make that about $4.50 of unbilled compute for every dollar actually booked.
View source ↗ - Newsseekingalpha.com·1d ago·Positive
Nebius Remains The King Of Compute Nebius Group N.V. strongly reinforced my bullish thesis in Q2, with Nebius AI revenue growing 514% year over year and annualized run-rate revenue reaching $3 billion. Customer prepayments, cheaper debt financing, and the new asset-light capacity model materially improve Nebius' funding profile as the infrastructure buildout accelerates. I see a credible path for Nebius to turn profitable before current consensus expectations, while continued rapid growth could
View source ↗ - Newsbenzinga.com·1d ago·Neutral
Nebius Says AI Compute Prices Jumped 15%, Signaling Strong Pricing Power For the past two years, investors have largely measured AI infrastructure companies by one metric: how quickly they can add more computing capacity. Nebius Group N.V.
View source ↗ - Newsmarketbeat.com·1d ago·Positive
Nebius Just Exploded 34% on Blowout Earnings—Is It Time to Buy? Nebius Group NASDAQ: NBIS, one of the most exciting neocloud names in the world, exploded almost 34% on Aug. 12 following the release of its second-quarter results. The timing could hardly have been better for the company.
View source ↗ - Newszacks.com·2d ago·Neutral
Nebius Surges 34% Post Q2: Will $40B Backlog Power Further Growth? NBIS' Q2 revenues surge 454% as backlog tops $40B, boosting multi-year visibility while capacity expansion shapes its 2027 growth outlook.
View source ↗ - News247wallst.com·2d ago·Negative
Nebius Surges to $255, Now What if You Didn't Own It? At $259.20, Nebius Group (NASDAQ:NBIS | NBIS Price Prediction) trades above Street consensus.
View source ↗ - Newszacks.com·2d ago·Negative
NBIS Q2 Earnings Call Puts 2027 Capacity and Pricing in Focus Nebius keeps part of its 2027 capacity uncommitted as it targets premium pricing, expands power and uses customer prepayments to fund growth.
View source ↗ - Newsfinbold.com·2d ago·Positive
Analysts update Nebius stock price target for next 12 months Nebius' (NASDAQ: NBIS) remarkable stock market rally in the wake of the neocloud's latest earnings led, by press time on August 13, to multiple analyst price target revisions, with a significant majority of the updates being bullish.
View source ↗ - Newsfinbold.com·2d ago·Negative
Nebius stock just crashed 4% overnight During the night between Wednesday and Thursday, the stock of the neocloud Nebius (NASDAQ: NBIS) lost more than $10 as it dropped 4.06% from $259.20 at the latest close to $248.68 at press time on August 13.
View source ↗ - Newsfool.com·2d ago·Negative
Michael Burry's Nebius Short Is Underwater After a 454% Revenue Quarter Nebius reported second-quarter revenue of $582.3 million, up 454% year over year. Michael Burry disclosed a short position in the stock at around $212 a share on Aug. 6; shares trade above $250 as of this writing.
View source ↗ - Newsfool.com·2d ago·Neutral
Why Nebius Stock Skyrocketed Today The AI boom is fueling Nebius Group's expansion. Short-sellers are getting hammered.
View source ↗ - Newsseekingalpha.com·2d ago·Negative
… To Explosive Cash Flow Nebius Group N.V. delivered 454% YoY revenue growth in Q2 2026, reaching $582 million, and achieved $236 million in positive adjusted EBITDA. NBIS exploits European AI infrastructure scarcity with a geographic arbitrage, leveraging regulatory barriers and local demand for low-latency, sovereign data processing. The asset-light model and advanced customer financing drive rapid, low-leverage expansion, with own capital surging to $10.34 billion and debt growth tightly contr…
View source ↗ - Newsfxempire.com·2d ago·Positive
Nebius Group (NBIS) Price Forecast: Breakout Opens Path Toward $395 Nebius breaks higher from a bullish reversal pattern, with strong volume supporting the move and technical targets pointing toward $395.
View source ↗ - Newsseekingalpha.com·2d ago·Negative
Nebius: Why You Must Pick Your Spots Nebius Group N.V. was one of several stocks the author encouraged investors to wait for a pullback, and a big one hit in June-July. Q2 was strong as NBIS's adjusted EBITDA reached $236.2 million with a 41% margin, reflecting strong pricing power and high GPU fleet utilization. Despite robust operational performance, GAAP net losses persist due to aggressive capex, high depreciation, and significant share-based compensation.
View source ↗ - Newsinvestopedia.com·2d ago·Positive
This Nvidia-Backed Cloud Company's Stock Is Soaring on Stronger-Than-Expected Earnings Nebius shares could be set to add more than one-quarter of their value in a single session.
View source ↗ - Newsmarketbeat.com·2d ago·Neutral
Nebius' Q2 Beat Shows the AI Bottleneck Is Capacity, Not Demand Nebius Group TodayNBISNebius Group$248.46 +55.23 (+28.58%) As of 01:34 PM Eastern52-Week Range$62.01▼$299.86P/E Ratio80.15Price Target$216.29Add to WatchlistWhen demand outstrips capacity and is centered in enterprise-quality organizations with the money to follow through, you do what Nebius Group NASDAQ: NBIS is doing: you expand to meet it. The critical takeaways from the Q2 earnings release are that it's bringing capacity online
View source ↗ - Newsseekingalpha.com·2d ago·Positive
Nebius Group N.V. (NBIS) Q2 2026 Earnings Call Transcript Nebius Group N.V. (NBIS) Q2 2026 Earnings Call Transcript
View source ↗ - Newsseekingalpha.com·3d ago·Neutral
Nebius' Q2 Just Made The Bull Case Stronger Nebius Group N.V. AI revenue surged 514% YoY to $575 million, while ARR climbed 56% sequentially to $3 billion. NBIS's AI delivered a 50% adjusted EBITDA margin, showing extraordinary infrastructure growth is translating into increasingly attractive economics. Contracted value quadrupled, contracted power guidance increased to 5GW, and annual contract value reached roughly $40 million per MW.
View source ↗ - Newsmarketbeat.com·3d ago·Neutral
Nebius Group Q2 Earnings Call Highlights Nebius Group NASDAQ: NBIS reported second-quarter 2026 revenue growth of 454% from a year earlier as its AI cloud business expanded capacity and utilization, while management reaffirmed its full-year outlook and outlined plans for additional capacity deployment in 2027.
View source ↗ - Newsinvezz.com·3d ago·Negative
Nebius stock: 3 red flag hidden in its Q2 earnings release Nebius (NBIS) shares soared on Wednesday after the artificial intelligence (AI) infrastructure firm reported blockbuster Q2 earnings that handily surpassed Street estimates. NBIS posted a more than 5x year-on-year increase in revenue, reinforcing that it's finding success in converting its massive backlog into realized sales.
View source ↗ - Newszacks.com·3d ago·Negative
Nebius Group (NBIS) Reports Q2 Loss, Tops Revenue Estimates Nebius Group (NBIS) came out with a quarterly loss of $0.12 per share versus the Zacks Consensus Estimate of a loss of $0.67. This compares to a loss of $0.38 per share a year ago.
View source ↗ - Newsschaeffersresearch.com·3d ago·Positive
Nebius Stock Jumps After Strong Q2 Results Shares of Nebius Group NV (NASDAQ:NBIS) are up 15.7% at $223.50 before the open, after the AI cloud infrastructure company reported second-quarter results that topped Wall Street expectations.
View source ↗ - Newsbarrons.com·3d ago·Positive
Nebius Stock Soars 15% as Earnings Beat Bolsters AI Rally. Michael Burry May Be Helping. Nebius stock was surging on Wednesday after financial results from the AI cloud infrastructure company beat expectations. Short pressure may be helping the rally.
View source ↗ - Newsreuters.com·3d ago·Positive
Nebius beats quarterly revenue estimates as AI demand fuels growth Nebius Group surpassed second-quarter revenue estimates on Wednesday as booming demand for AI infrastructure and cloud services helped the company win larger contracts and raise prices for computing capacity.
View source ↗ - Newsbusinesswire.com·3d ago·Neutral
Nebius reports second quarter 2026 financial results AMSTERDAM--(BUSINESS WIRE)--Nebius Group N.V. (NASDAQ: NBIS), the AI cloud company, today announced its unaudited financial results for the three and six months ended June 30, 2026. The Company today also published founder and CEO Arkady Volozh's quarterly letter to shareholders, available on its investor relations website at https://nebius.com/investor-hub. Management will hold an earnings webcast today at 8:00 a.m. Eastern Time (5:00 a.m. Pa
View source ↗ - Newsfool.com·3d ago·Negative
Michael Burry Just Shorted Nebius. Should Investors Avoid the Stock? Nebius is growing quickly in a high-demand industry. Limited supplies of compute capacity and electrical power are among the factors dictating the pace of AI's expansion, making Nebius' assets more valuable.
View source ↗ - Newszacks.com·5d ago·Positive
Should You Buy, Hold or Sell Nebius Stock Before Q2 Earnings Release? NBIS faces a key Q2 test as strong AI demand and pricing gains meet capacity timing, investment-driven margin pressure and stretched valuation.
View source ↗ - Newsseekingalpha.com·5d ago·Positive
Nebius: The $34 Billion Execution Test Starts Now Nebius Group N.V.'s accelerating backlog, supported by reputable multi-year contracts, reinforces strong demand visibility. But Q2 earnings must prove that contracted demand is converting into revenue and earnings at scale. Specifically, Nebius' capex intensity and persistent operating cash burn (ex-prepayments) continues to increase its reliance on costly external financing to sustain its growth trajectory. As such, a Q2 double beat without any
View source ↗ - Newsinvezz.com·5d ago·Neutral
Michael Burry shorts Nebius stock: Is it a buy or sell before earnings? Nebius Group stock dived for two consecutive days after Michael Burry revealed a short position in the company and as investors waited for its earnings report. NBIS dropped to $187, down 37% from its year-high.
View source ↗ - Newsfool.com·7d ago·Neutral
Nebius Is Worth 55 Times Its Revenue. What Does That Price Assume? The AI cloud provider's annualized run rate reached $1.9 billion at the end of March, up from $1.25 billion three months earlier. Management guides for $3 billion to $3.4 billion of 2026 revenue and a $7 billion to $9 billion run rate exiting the year.
View source ↗ - Newsfool.com·7d ago·Negative
Nebius Stock Plunged 31% Last Month. Is It Time to Buy? Even after the July swoon, Nebius stock is still higher by 125% this year. A capital raise reminds investors its about more than just revenue growth.
View source ↗